Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
85New |
$14.5K - $17K
|
85
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
696+ 0.38% |
$119K - $139K
|
185K
$39.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
266+ 79.64% |
$45.4K - $53.1K
|
600
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16+ 320.0% |
$2.73K - $3.19K
|
21
$4.44K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-63.2K- 49.53% |
$10.8M - $12.6M
|
64.4K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
25+ 28.09% |
$4.27K - $4.99K
|
114
$24.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.24K+ 12.71% |
$1.41M - $1.65M
|
73.1K
$15.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 257.14% |
$3.07K - $3.59K
|
25
$5.28K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
612New |
$104K - $122K
|
612
$129K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.6K+ 117.65% |
$273K - $319K
|
2.96K
$626K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.25K- 15.71% |
$895K - $1.05M
|
28.1K
$5.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.59KNew |
$442K - $517K
|
2.59K
$547K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.25K+ 4.84% |
$896K - $1.05M
|
114K
$24.1M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
80+ 72.73% |
$13.7K - $16K
|
190
$40.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.29K+ 268.13% |
$220K - $257K
|
1.77K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14K- 99.02% |
$2.38M - $2.79M
|
138
$29.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
240+ 2.78% |
$41K - $47.9K
|
8.88K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21- 1.81% |
$3.58K - $4.19K
|
1.14K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.02KNew |
$174K - $203K
|
1.02K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$353K - $413K
|
2.07K
$437K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 24.09% |
$211K - $247K
|
6.37K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.71KNew |
$292K - $342K
|
1.71K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
3.94KNew |
$672K - $786K
|
3.94K
$832K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.57KNew |
$267K - $313K
|
1.57K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-8.95K- 19.42% |
$1.53M - $1.79M
|
37.1K
$7.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
5.62K+ 6.15% |
$959K - $1.12M
|
97K
$20.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
290+ 3.15% |
$49.5K - $57.9K
|
9.5K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
168+ 4.27% |
$28.7K - $33.5K
|
4.1K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
417K+ 160.46% |
$71.2M - $83.3M
|
677K
$143M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13.8KNew |
$2.36M - $2.76M
|
13.8K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.78K- 7.29% |
$304K - $356K
|
22.7K
$4.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.47KNew |
$250K - $293K
|
1.47K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-26K- 4.73% |
$4.44M - $5.19M
|
524K
$111M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-157- 3.58% |
$26.8K - $31.3K
|
4.23K
$894K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 4.48% |
$3.41K - $3.99K
|
466
$98.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
121New |
$20.6K - $24.2K
|
121
$25.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
28New |
$4.78K - $5.59K
|
28
$5.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
17.3K+ 9.92% |
$2.96M - $3.46M
|
192K
$40.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 26.14% |
$93K - $109K
|
2.63K
$556K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.47K+ 9.33% |
$252K - $294K
|
17.3K
$3.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
778+ 60.78% |
$133K - $155K
|
2.06K
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
137KNew |
$23.4M - $27.3M
|
137K
$28.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-966- 1.09% |
$165K - $193K
|
87.9K
$18.6M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-467- 4.2% |
$79.7K - $93.2K
|
10.6K
$2.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
621+ 253.47% |
$106K - $124K
|
866
$183K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 21.95% |
$176K - $206K
|
5.73K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.6K+ 191.6% |
$2.31M - $2.71M
|
20.6K
$4.36M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-275- 16.31% |
$46.9K - $54.9K
|
1.41K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-297- 16.52% |
$50.7K - $59.3K
|
1.5K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-267- 3.14% |
$45.6K - $53.3K
|
8.24K
$1.74M
|